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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

350 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+40
Holders Change %
+12.9%
% of All Funds
6.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
68
Increased
152
Reduced
77
Closed
23
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$280K

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$141M
2
AWM
AE Wealth Management
Kansas
+$7.87M
3
SS
Simplicity Solutions
Minnesota
+$7.75M
4
Ameriprise
Ameriprise
Minnesota
+$4.9M
5
Truist Financial
Truist Financial
North Carolina
+$4.19M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$26.8M
2
PFM
Parsec Financial Management
North Carolina
-$5.02M
3
AG
Advisor Group
Arizona
-$4.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.23M
5
GSWM
Golden State Wealth Management
California
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Paracle Advisors
Washington
$16.2M +$890K +23,385 +6%
CCP
27
Cardan Capital Partners
Colorado
$15.2M -$15.4K -405 -0.1%
UCFA
28
United Capital Financial Advisors
Texas
$14.7M +$344K +9,053 +2%
PMG
29
ProVise Management Group
Florida
$14.5M -$283K -7,443 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$14.2M +$54.3K +1,428 +0.4%
AWM
31
AE Wealth Management
Kansas
$13.4M +$7.87M +206,874 +142%
SS
32
Simplicity Solutions
Minnesota
$13.1M +$7.75M +203,757 +146%
PWS
33
Private Wealth Strategies
Ohio
$12.7M +$12.7M +332,983 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$12.5M +$337K +8,851 +3%
CRC
35
Curi RMB Capital
Illinois
$11.9M +$22.2K +584 +0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.5M +$2.67M +70,206 +30%
SL
37
Salomon & Ludwin
Virginia
$11.1M -$863K -22,681 -7%
AG
38
Advisor Group
Arizona
$11M -$4.3M -112,965 -28%
KeyBank National Association
39
KeyBank National Association
Ohio
$10.8M +$322K +8,455 +3%
IWP
40
IAG Wealth Partners
Wisconsin
$10.3M +$10.3M +270,208 New
MML Investors Services
41
MML Investors Services
Massachusetts
$9.95M +$414K +10,878 +4%
Stifel Financial
42
Stifel Financial
Missouri
$9.81M +$1.37M +35,950 +16%
DWM
43
Destination Wealth Management
California
$9.55M +$166K +4,360 +2%
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$9.45M +$520K +13,669 +6%
CAC
45
Certified Advisory Corp
Florida
$9.42M +$92.7K +2,438 +1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$9.34M +$384K +10,100 +4%
JWA
47
JFS Wealth Advisors
Pennsylvania
$9.22M -$511K -13,444 -5%
BFG
48
Beacon Financial Group
Texas
$9.07M +$294K +7,740 +3%
SEIA
49
Signature Estate & Investment Advisors
California
$8.8M +$14.3K +377 +0.2%
FHB
50
First Hawaiian Bank
Hawaii
$8.63M +$72.3K +1,900 +0.8%
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